Clients and Professionals on the Same Page

We help advisors communicate by building a one-page financial landscape that humans can actually understand.

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Clients and professionals on the same page

"The best tool I’ve ever seen to enhance communication with clients."

--EVP Wealth Management Firm

"I just finished my first meeting with Asset-Map and I'm simply blown away."

-25-year Investment Professional

"We can’t explain it, our clients love Asset-Map!"

-30-year MDRT Financial Professional

We provide the essential tools for financial conversations

The Asset-Map Advisor Mandate

1

Address Confusion

Financial services is complex and confusing already.  Households need to simplify their lives by organizing the important people and the financial decisions they control in order to start an effective conversation.

2

Deliver Visual Clarity

Something unique occurs when we visualize a household’s financial facts in a simple-rich interactive graphic.  The facts seem to tell a story.

3

Provide Interpretation

Advisors do best when they have all the relevant information. When there is an open and educating discussion, all parties are better served.

4

Track Priorities & Progress

Determining a household’s priorities and their progress toward financial ideals doesn’t have to be 40 pages - one page will do just fine.

5

Offer New Ideas

The expectation for providing proactive guidance by professionals is actionable unlike ever before with Asset-Map. Advisors regain permission to bring ideas to the table just because it’s easy and obvious with Asset-Map.

Asset-Map serves financial professionals and firms so that they can better interact with their clients

Here’s how we do it.

Traditional Face-to-Face Meetings

Most professionals meet their clients periodically in-person. Asset-Map is designed to keep the meeting agenda to merely the facts of the current household condition.  By enabling all parties in a conversation to mark-up paper-based asset-map visualizations of the facts, an entirely new level of engagement and ownership emerges.  Everyone is finally “on the same page… literally”.

Digital Experience

large media displays and mobile computing is impacting the conversation by allowing both an interactive live experience between customers and their advisors.  Asset-Map was designed to create the most important household financial information on a single interactive screen.

Remote Experience

Remote screen viewing technology has evolved to allow people to see and talk virtually anywhere there is internet access. This creates an incredible opportunity to quickly connect and educate parties to financial guidance on what matters to the financial condition today.  Asset-Map was built to create the singular user experience in a remote environment enabling better use of everyone’s time in interactions.

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